Helping Internet companies, financial institutions and payment processors grow their sales and profits in an increasingly risky world. Our platform helps long-standing brands and fast-growing companies reduce their risk while they simultaneously increase their sales and profits. Our difference is bringing together fraud detection, strategy management and operational tools in a single platform. We help businesses across the globe grow without fear of fraud, risk and loss.

- Represent Clearwater's SaaS-based investment accounting and portfolio analytics solution. - Consult with various Investment Manager roles at all levels in the organization (C-Level, Operations, Sales, Portfolio Managers, Accountants, etc.) to deliver forward thinking business solutions.

- Help drive and execute the strategic vision of Clearwater Analytics- Interface with senior leadership, product development teams, and key customers and partners to participate in the development and ongoing enhancement of the Clearwater Analytics SaaS System- Collaborate with stakeholders to identify pervasive market problems and gain an understanding of the scope, risks, etc. in order to determine the features/requirements needed to solve them- Prepare requirements documents that translate market problems into functional solutions in an ongoing effort to expand Clearwater's addressable market- Work closely with a product development team to manage timelines, priorities, and solutions- Author detailed write-ups and provide presentations/trainings on new features and improvements for internal and external users- Manage and prioritize a product backlog of features, bugs, and other requests for a product development team within an Agile framework

Recognized as a 2008 Deloitte Technology Fast 500 Rising Star for 372% growth from 2005-2007, Clearwater Analytics is a highly recognized and well respected software-as-a-service provider. Clearwater Analytics® provides web-based, investment portfolio reporting and analytics for institutional investors, investment managers, custody banks, and electronic trading portals. With solutions for both separately-managed and commingled accounts, Clearwater Analytics delivers the highest level of portfolio transparency available on the market today. Launched in 2003, with offices in New York and Boise, Idaho, Clearwater Analytics reports on $500 billion in assets for 6,000 institutional investors.

Met with customers both face to face and over the phone to discover financial needs and provide product and service recommendations. Partnered with specialists to ensure customers had access to a full suite of financial products.--Series 6, 63, & Idaho Life Insurance Licenses--Won two National Sales Training MVP Awards

Focused on providing flexible financing solutions for sophisticated corporate and private aircraft owners nationwide. Worked cooperatively with Senior Loan Officers to grow and maintain client relationships. Proactively marketed prospects using cold calling techniques and other marketing activities to secure face-to-face appointments and create brand awareness. Assisted in underwriting client and collateral, as well as preparing written analysis prior to credit approval. Maintained various sales reports/statistics and records in relationship management database.